Purchases and Sales Made in Q3 2022 in Spdr Portfolio S&P 500 High Di (SPYD)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 High Di (SPYD) during Q3 2022. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 HIGH DI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
161+ 0.2% |
$5.71K - $6.98K
|
79.6K
$3.44M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
157+ 0.3% |
$5.57K - $6.81K
|
52.8K
$2.28M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
135+ 2.26% |
$4.79K - $5.86K
|
6.12K
$264K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
128+ 0.75% |
$4.54K - $5.55K
|
17.1K
$740K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
124+ 22.84% |
$4.4K - $5.38K
|
667
$28.8K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
116+ 1.71% |
$4.11K - $5.03K
|
6.91K
$299K
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
107+ 1.07% |
$3.8K - $4.64K
|
10.1K
$435K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
102+ 0.26% |
$3.62K - $4.42K
|
39.1K
$1.69M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
101New |
$3.58K - $4.38K
|
101
$4.37K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
100+ 1.76% |
$3.55K - $4.34K
|
5.78K
$250K
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
100New |
$3.55K - $4.34K
|
100
$4.32K
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
81+ 0.89% |
$2.87K - $3.51K
|
9.22K
$398K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
54+ 11.79% |
$1.92K - $2.34K
|
512
$22.1K
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
44+ 0.42% |
$1.56K - $1.91K
|
10.5K
$455K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
44+ 10.16% |
$1.56K - $1.91K
|
477
$20.6K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
21+ 0.32% |
$745 - $911
|
6.49K
$280K
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.14% |
$674 - $824
|
13.5K
$583K
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
18+ 0.07% |
$638 - $781
|
24.1K
$1.04M
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9New |
$319 - $390
|
9
$389
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$213 - $260
|
6
$259
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$106 - $130
|
19.3K
$836K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.11% |
$106 - $130
|
274
$11.8K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3+ 1.41% |
$106 - $130
|
216
$9.34K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 1.01% |
$70.9 - $86.8
|
200
$8.64K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$35.5 - $43.4
|
11.9K
$515K
|
|
Nov 14, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.0% |
$35.5 - $43.4
|
91.3K
$3.94M
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$35.5 - $43.4
|
130K
$5.6M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.2% |
$35.5 - $43.4
|
501
$21.7K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4- 0.16% |
$142 - $174
|
2.57K
$111K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13- 0.82% |
$461 - $564
|
1.57K
$68K
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-14- 0.26% |
$497 - $607
|
5.42K
$234K
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-23- 33.82% |
$816 - $998
|
45
$1.94K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-26- 2.95% |
$922 - $1.13K
|
855
$37K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-36- 0.41% |
$1.28K - $1.56K
|
8.73K
$377K
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-39- 0.65% |
$1.38K - $1.69K
|
5.95K
$257K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-40- 0.8% |
$1.42K - $1.74K
|
4.99K
$216K
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-42- 0.63% |
$1.49K - $1.82K
|
6.63K
$287K
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-63- 0.49% |
$2.23K - $2.73K
|
12.9K
$557K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-88- 3.76% |
$3.12K - $3.82K
|
2.26K
$97.5K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-114- 0.27% |
$4.04K - $4.95K
|
42.7K
$1.84M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-140- 25.93% |
$4.97K - $6.07K
|
400
$17.3K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-187- 0.63% |
$6.63K - $8.11K
|
29.5K
$1.28M
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-218- 0.6% |
$7.73K - $9.46K
|
35.9K
$1.55M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-219- 1.39% |
$7.77K - $9.5K
|
15.5K
$672K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-220Closed |
$7.8K - $9.54K
|
0
$0
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-230- 0.48% |
$8.16K - $9.98K
|
47.7K
$2.06M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-286- 6.15% |
$10.1K - $12.4K
|
4.36K
$189K
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-293- 3.69% |
$10.4K - $12.7K
|
7.66K
$331K
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-322- 17.3% |
$11.4K - $14K
|
1.54K
$66.5K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-403- 0.65% |
$14.3K - $17.5K
|
61.4K
$2.65M
|